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T. Rowe Price Dividend Growth ETF
TDVG

Overview Fund Activity

80 hedge funds and large institutions have $193M invested in T. Rowe Price Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
17
Increased
31
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$24.4M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$4.01M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$12.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
5
GW
GW & Wade
Massachusetts
$2.74M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$8.51M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.05M
3
ACA
Aptus Capital Advisors
Alabama
$686K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.4M
5
Bank of America
Bank of America
North Carolina
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
51
Csenge Advisory Group
Florida
$406K -$1.13K -32 -0.3%
CAL
52
Capital Analysts LLC
Pennsylvania
$392K -$75.6K -2,143 -16%
JWBC
53
John W. Brooker & Co
California
$368K +$368K +10,423 New
Stifel Financial
54
Stifel Financial
Missouri
$339K +$107K +3,024 +46%
SF
55
Synovus Financial
Georgia
$285K +$285K +8,082 New
IA
56
IFP Advisors
Florida
$284K – – –
SFC
57
Swisher Financial Concepts
Ohio
$279K +$279K +7,988 New
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$258K -$29.5K -835 -10%
PS
59
Principal Securities
Iowa
$254K +$254K +7,212 New
NA
60
NewEdge Advisors
Louisiana
$249K – – –
DAS
61
Dynamic Advisor Solutions
Arizona
$245K -$44.2K -1,268 -15%
GWM
62
Geneos Wealth Management
Colorado
$236K +$17.8K +505 +8%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$163K -$173K -4,866 -51%
ATC
64
Adirondack Trust Company
New York
$150K +$27.6K +744 +23%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$101K +$101K +2,849 New
AF
66
Advisornet Financial
Minnesota
$98.5K +$705 +20 +0.7%
HI
67
Harbour Investments
Wisconsin
$81.8K +$24K +679 +41%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$76.1K +$76.1K +2,158 +215,800%
MLA
69
MB, Levis & Associates
Pennsylvania
$71.8K +$24.4K +693 +52%
SIS
70
Strategic Investment Solutions
Illinois
$58.5K +$58.5K +1,660 New
CAS
71
Coppell Advisory Solutions
Texas
$50.7K +$50.7K +1,438 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$47K -$266K -7,484 -85%
FFA
73
Farther Finance Advisors
California
$26.3K +$106 +3 +0.4%
APC
74
Aspire Private Capital
North Carolina
$22.9K – – –
IGWM
75
ICA Group Wealth Management
Colorado
$20.9K +$20.9K +594 New
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